Incomplete or inaccurate information on your return may cause a delay in processing. Reminder: Employers have until January 31 to mail W-2s to their employees; you should wait until mid-February to receive your W-2 before requesting a copy from your employer.
Request a copy of your federal return or Form W-2 To get a copy of your federal return There are several ways to request a copy of your previously filed federal tax return: Contact your tax preparer. Log in to the tax preparation software you used that year. If you need assistance accessing the software you used, see E-file-approved commercial software: Personal income tax for contact information.
Contact the IRS. Visit Welcome to Get Transcript to learn about your options. Claiming the Foreign Tax Credit with Form What is the IRS Form ?
Estimate your tax refund and where you stand Get started. See if you qualify for a third stimulus check and how much you can expect Get started. Easily calculate your tax rate to make smart financial decisions Get started. Estimate your self-employment tax and eliminate any surprises Get started. Know what dependents credits and deductions you can claim Get started.
Know what tax documents you'll need upfront Get started. Learn what education credits and deductions you qualify for and claim them on your tax return Get started. The above article is intended to provide generalized financial information designed to educate a broad segment of the public; it does not give personalized tax, investment, legal, or other business and professional advice.
Skip To Main Content. OVERVIEW With tax season picking up, taxpayers across the country are eagerly awaiting their W-2s so they can file their returns and claim any refunds they might be owed. What is a W-2? It may also contain information about: Tips Contributions to a k Contributions to a health savings account Premiums your employer pays for health coverage A variety of other numbers Who receives a W-2?
A big difference between the two forms is that businesses that hire independent contractors don't typically withhold federal income taxes or Social Security and Medicare taxes from the contractor's payments. It is the responsibility of the contractor to estimate these taxes and pay them quarterly throughout the year. Step 1: Check online Many employers now issue Form W-2 electronically to employees.
Once in a while, those emails get caught in your spam folder or sent to the wrong email address. Check your spam folder to see if the notice wound up there. If your employer has an online portal where you access paycheck information, time cards, and other employment information, log into the website to see if your W-2 can be accessed there.
Even if you can't find it in your email or online, you may still be able to get it electronically. Employers not only send W-2s electronically to employees, but to the IRS as well.
Step 2: Ask your employer If your online search leaves you empty-handed, contact your employer's payroll or human resources department to ask when and how they issued your W If that's the case, you can ask your employer to reissue your W-2 if you want to keep a paper file for your records. If your W-2 went missing because of a mail snafu, you can use TurboTax to retrieve a copy.
As long as your employer issued one, TurboTax can import it. The IRS recommends contacting your employer first and waiting until the end of February to see if your W-2 arrives before getting the agency involved. Whether you call or visit a TAC in person, be ready to provide the following information: Your name, address, Social Security number, and phone number The employer's name, address, phone number and tax ID if you have it The dates you worked for the employer An estimate of your wages and federal income tax withheld you can usually find this information on your last pay stub for the tax year The IRS will contact your employer on your behalf to request the missing form and remind the employer of the penalties for failing to issue Form W Step 4: File Form with your tax return If IRS intervention still doesn't produce the form you need and you want to file by the tax deadline, fill out Form Any taxpayer can get an automatic extension of time to file by filing a Form This will give you another six months past the usual April deadline to get your return in.
Note, however, that you have to estimate your tax liability and pay by the normal April filing deadline. The IRS levies a penalty of 5 percent of the unpaid taxes for each month or part of a month a return is late. That can go up to 25 percent of the unpaid taxes. The IRS charges interest on underpayments. The interest is compounded daily based on the previous day's balance plus the interest.
The interest rate, which is the short-term Federal Funds rate plus 3 percentage points, is not high compared to credit cards and other costly loans. But it can add up quickly. Sometimes this can work for the current year as well.
The IRS online tool to request wage and income transcripts also lets you get the information that was reported on your W-2, and other forms for previous years. You can request a lost W-2 for any one of the last 10 tax years.
If you can lose a W-2, you can also forget to include one on your return. If that happens, or if you realize you included incorrect information on your return, you can file an amended return as soon as you receive or locate the missing form.
To do this, file a Form X. This is the IRS form for an amended return. Include the missing or updated information in your amended return. The agency realizes that. Willful omission is another matter.
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